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Lpl Financial Foundation Inc

EIN 27-4171978 · files IRS 990-PF

Given, as filed$10.5m2020–2024 · 3,146 grants
2020: $1.4m · 1,168 grants20202021: $1.6m · 1,402 grants20212022: $2.6m · 364 grants20222023: $2.6m · 157 grants2023$2.6m2024: $2.3m · 55 grants2024$2.3m
Grantees0funded more than once, matching gifts aside
Assets, year endnot on file
Board and officers13on its latest return

Where it gives

By cause and by place, from its own returns.

By cause

The cause each recipient registered with the IRS

Cause not on file$10.5m

Mostly grants abroad and recipients without a US registration. Shown, never hidden.

By place

Dollars received, by the recipient's state

half the top state or more10–50%2–10%under 2%

Grants abroad and place not on file: 3,146 grants · $10.5m

Who it funds most

0 of its 0 grantees were funded in more than one year.

Lpl Financial Foundation Inc's own IRS 990-PF returns, as filed, in USD

Its board and officers

From its latest return.

Tim CarterPresident
Ane PerezDirector
Anne HowardDirector
Cheryl TrinidadDirector
Judy RickettsDirector
Kimberly SweetDirector
Leslie DunhamDirector
Risa FitzgeraldDirector
Brent SimonichTreasurer
Matthew MorningstarClerk
Sallie LarsenMember Designee
Taylor DensonAssistant Clerk
Thomas ZgliniecTreasurer

Form 990PF Part VIII, tax year 2023, filing 202403549349100300

Name and title as its own return lists them. No pay, no address. A photograph appears only where the person's own organisation or a free licence publishes one, credited beside it; otherwise none. Anyone can ask to be removed: hello@philanova.ai.

Its money

What it gave, held and paid, by year.

Giving by year

2020: $1.4m · 1,168 grants20202021: $1.6m · 1,402 grants20212022: $2.6m · 364 grants20222023: $2.6m · 157 grants2023$2.6m2024: $2.3m · 55 grants2024$2.3m
Its returns5 filings
Tax yearFormFilingWhere to read it
2024IRS 990-PF202533149349101598IRS batch file
2023IRS 990-PF202403549349100300IRS batch file
2022IRS 990-PF202322009349100322IRS batch file
2021IRS 990-PF202231339349101638IRS batch file
2020IRS 990-PF202131309349100948IRS batch file

An IRS batch file holds many returns; the filing number finds this one inside it.

The record as filedEvery table this page has always shown, in full.open

Lpl Financial Foundation Inc made 3,146 grants across 2020–2024, totalling $10.5m as filed.

Grants
3,146
Total, as filed
$10.5m
Years
2020–2024
Filed in
USD

Who it funds

OrganisationGrantsTotal
American Online Giving Foundation1$1.9m
CHARITIES AID FOUNDATION AMERICA3$1.5m
LOCAL INITIATIVES SUPPORT CORPORATION2$675.5k
GIRLS WHO INVEST2$600.0k
AMERICAN COLLEGE OF FINANCIAL SERVICES1$500.0k
The American College of Financial Services1$500.0k
JOHNSON C SMITH UNIVERSITY5$408.7k
LISC (LOCAL INITIATIVES SUPPORT CORPORATION)1$387.8k
ROCK THE STREET WALL STREET5$300.0k
COMMUNITIES IN SCHOOLS OF CHARLOTTE MECKLENBURG INC5$290.0k
AMERICAN COLLEGE2$250.3k
SCORE FOUNDATION2$200.0k
BIG BROTHERS BIG SISTERS OF CENTRAL CAROLINAS6$180.5k
JUNIOR ACHIEVEMENT OF CENTRAL CAROLINAS INC7$176.1k
BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY INC8$163.7k

By year

YearGrantsTotal
20201168$1.4m
20211402$1.6m
2022364$2.6m
2023157$2.6m
202455$2.3m

Where this came from

Identifier US-EIN-274171978. Register: Internal Revenue Service (US). Machine-readable: JSON.

What this page does not know

  • Wrong if: a figure recovered from a subtotal is read as the sum of the recovered rows. A subtotal divides onto a whole penny whatever its parts did, so rows the per-row rule refuses are inside these figures.
  • What they say they exist to do
  • What each grant was for
  • What they fund, by theme
  • Balance sheet and financials
  • Who runs it
  • Whether they accept proposals
  • Their own record on the register
  • No website on file
  • Leadership not yet identified
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